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Commonly-used QuickBooks reports

Click the report name to learn more about what the report tells you and how to find and run it.

Use these reports

To find out how well your company is doing

Profit & loss standard

How much money your company made or lost over a specific period of time. This report is also called an income statement.

Profit & loss by class

How much money your company made or lost on each business segment that is tracked through QuickBooks classes.

Balance sheet standard

The value of your company (its assets, liabilities, and equity), showing the individual balances for each account.

Balance sheet by class

The balance sheet for each aspect of your business that you are tracking by class in QuickBooks.

Statement of cash flows

The cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time.

Use these reports

To find out how much your customers owe and when it is due.

Open invoices

Which customer invoices or statement charges haven't been paid and when they're due.

Customer balance detail

The payments and invoices that make up each customer's current balance.

Accounts receivable aging summary

How much each customer owes and how much of each customer's balance is overdue.

Use these reports

To find out how much money your company owes and how much of it is overdue

Vendor balance detail

Your company's total purchases, broken down by transaction, from each vendor.

Purchases by vendor summary

Your company's total purchases from each vendor.

Unpaid bills detail

How much your company owes each vendor, and whether any payments are overdue.

Use this report

To find out about account activity

Transaction detail by account

Recent transactions (and their subtotals) for each account in your Chart of Accounts.

Use these reports

To find information about your employees, payroll, and payroll-related expenses

Payroll summary

The accumulated totals for the payroll items (taxes withheld, and so on) on each employee's recent paychecks.

Payroll item detail

The line-by-line breakdown of each recent payroll transaction, by item.

Payroll transaction detail

The line-by-line breakdown of each recent payroll transaction, by employee.

See also

KB ID# H_RPT_COMMON_REPORTS
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